Client Onboarding & Success Manager – Sensr Analytics and Databridge

About Gen II

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best‑in‑class combination of people, process, and technology. The firm administers more than $1 trillion in private fund capital assets and has offices in the US and Europe.

About the role

This role will be responsible for onboarding, customer success, and solutioning for Gen II’s proprietary performance & attribution and data platforms, Sensr Analytics and Databridge. As a member of Sensr’s Client Success Team, you will be an integral part of client implementation, working closely with our clients and Gen II’s Client Service Teams. You will also act as an expert on the application, building strong relationships with clients, ensuring they are comfortable on the platform, and gathering feedback to share with the product team for future enhancements.

Responsibilities

• Own overall relationship with assigned clients post‑contract execution through to business‑as‑usual.
• Lead onboarding, implementation, training, adoption, and value‑add activities to ensure retention and high customer satisfaction.
• Establish a trusted, strategic‑advisor relationship to drive continued value of our products and services.
• Maintain and develop customer‑success strategies, best practices, and support content.
• Communicate effectively with end‑users to understand needs, manage expectations, handle & escalate risk, and report status.
• Maintain existing customer‑success metrics and data as directed.

Requirements

• 2+ years client‑facing experience with a sense of urgency and ability to track and deliver on client deliverables.
• 2+ years fintech/financial‑services experience (SaaS, technology services, or software industry).
• Technical implementations/onboarding experience.
• Project‑management skills.
• Advanced Excel skills applied to reporting, modeling, or automation.
• Technical knowledge of financial reporting and underlying logic.
• Bachelor’s degree in finance (accounting, finance, economics) and/or a STEM field.

Desired qualifications

• Fund‑accounting experience, ideally in private equity.
• Familiarity with performance analysis metrics such as IRR, TVPI/MOIC.
• Experience with AI, data mapping, or related technologies.
• Strong written and verbal communication skills.
• Ability to learn quickly, recommend solutions, and adapt to rapidly changing processes.
• Exceptional attention to detail and accuracy.
• Superior problem‑solving, judgment, and decision‑making abilities.
• Independent thinking, prioritization, multitasking, and meeting deadlines.
• Extensive Microsoft Office suite skills – Excel, Word, Visio, PowerPoint, Outlook.

Pay

The salary range for this position is $70,000 – $121,000, plus a commission plan and a comprehensive benefits package. The actual salary offer within that range will depend on the candidate’s experience level.

Schedule

All US employees are required to work a hybrid schedule, comprised of three (3) days per week in the office and two (2) days remotely.

Benefits

Gen II offers a comprehensive benefits package that focuses on physical, mental, and financial well‑being.